Big Ticks: The Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

October 22, 2016
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.

 

These are the highlights from the week that you should stop and read, as they are the best I’ve seen recently.

 

There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.  Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further.  They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.

Professional picks have been:
11 Best Practices For Producing a Kickass Adviser Video
By @TactlBrand

Common sense and sound advice! In this excellent article Kirk explains precisely how to escape the “Echo Chamber Of Sameness” which prevails in so many videos produced by or for financial advisers…

 

A Diversity Problem in the Financial Advice Industry
By @newsfromIN

Insightful look at the diversity issue in financial advice, and although written for an American audience the message is relevant for so many jurisdictions…

 

The Allied Forces of Automation AND Personal Advice 
By @planner_tweets

“Advisers can leverage insights gained through automated technology and use their skill, experience and professional judgement to quickly develop a tailored service that meets their client’s individual needs.”

 

The Next Grade of Fintech
By @talsolten

Vitaly Soldatenko observes that the next iteration of fintech should, or will be, the area where consumers interact most with financial services….

 

Are Millennials actually bad at saving or are houses just unaffordable?
By @NickEvershed

This story could be based in any number of countries, where the same issues and debates swirl around – and he has built in some fabulous interactive tools making it a very clever piece indeed…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Cold Calling just ain’t social
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